Wealth Dimensions Group, Ltd. Incresed Positions in Q2 2025

Wealth Dimensions Group, Ltd.

  • $452 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
585
+ 2.84%
$26.33 - $28.94 $15.4K - $16.9K
21.2K $612K
PEP
Pepsico Inc

Consumer Defensive
701
+ 20.28%
$128.02 - $151.37 $89.7K - $106K
4.16K $548K
QCOM
Qualcomm Inc

Technology
3
+ 0.06%
$124.66 - $159.48 $374 - $478
4.74K $754K
VXF
Vanguard Extended Market ETF

ETFs
3
+ 0.23%
$150.43 - $192.71 $451 - $578
1.3K $250K
SO
Southern CO

Utilities
251
+ 3.27%
$84.91 - $92.56 $21.3K - $23.2K
7.94K $728K
NVS
Novartis Ag

Healthcare
2
+ 0.09%
$101.96 - $121.01 $204 - $242
2.24K $271K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
342
+ 6.43%
$49.57 - $50.27 $17K - $17.2K
5.66K $284K
IEMG
Ishares Inc

ETFs
317
+ 0.69%
N/A
46.3K $2.48M
CRM
Salesforce, Inc.

Technology
41
+ 3.58%
$236.26 - $291.15 $9.69K - $11.9K
1.19K $323K
TJX
Tjx Companies Inc

Consumer Cyclical
80
+ 2.8%
$119.13 - $135.03 $9.53K - $10.8K
2.93K $362K
CMI
Cummins Inc

Industrials
2
+ 0.29%
$267.12 - $336.65 $534 - $673
694 $227K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.03%
$335.24 - $380.78 $335 - $381
3.15K $1.16M
KO
Coca Cola CO

Consumer Defensive
74
+ 1.09%
$68.37 - $73.9 $5.06K - $5.47K
6.86K $485K
WM
Waste Management Inc

Industrials
27
+ 1.1%
$216.47 - $242.1 $5.84K - $6.54K
2.47K $566K
DVY
Ishares Tr

ETFs
16
+ 0.25%
$118.37 - $134.86 $1.89K - $2.16K
6.4K $850K
EXC
Exelon Corp

Utilities
2
+ 0.04%
$42.2 - $47.37 $84.4 - $94.7
4.66K $202K
VZ
Verizon Communications Inc

Communication Services
226
+ 1.57%
$41.67 - $45.62 $9.42K - $10.3K
14.6K $631K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.03%
$79.69 - $99.41 $79.7 - $99.4
3.17K $290K
BP
Bp PLC

Energy
105
+ 1.35%
$26.11 - $33.81 $2.74K - $3.55K
7.86K $235K
PFE
Pfizer Inc

Healthcare
128
+ 0.43%
$21.59 - $24.84 $2.76K - $3.18K
29.9K $725K
LLY
Eli Lilly & CO

Healthcare
162
+ 4.39%
$713.71 - $898.95 $116K - $146K
3.85K $3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
69
+ 3.83%
$483.48 - $539.8 $33.4K - $37.2K
1.87K $908K
COP
Conocophillips

Energy
27
+ 0.71%
$82.66 - $106.1 $2.23K - $2.86K
3.83K $343K
CVX
Chevron Corp

Energy
579
+ 8.11%
$133.73 - $168.51 $77.4K - $97.6K
7.72K $1.11M
AMGN
Amgen Inc

Healthcare
2
+ 0.06%
$262.28 - $309.85 $525 - $620
3.63K $1.01M
ABBV
Abb Vie Inc.

Healthcare
36
+ 0.63%
$170.16 - $206.27 $6.13K - $7.43K
5.74K $1.07M
UNH
Unitedhealth Group Inc

Healthcare
16
+ 2.17%
$274.35 - $599.47 $4.39K - $9.59K
755 $235K
Activity Summary
Buys All Purchases 91 New Holdings 13 Increased Positions 78 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 1
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